Purchases and Sales Made in Q2 2024 in Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE) during Q2 2024. The information is specifically focused on institutions that hold shares of PFIZER INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-2.26K- 4.88% |
$57K - $66.8K
|
44K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.27K- 45.47% |
$57.2K - $67K
|
2.72K
$74.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-2.28K- 6.6% |
$57.5K - $67.4K
|
32.2K
$885K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-2.29K- 9.26% |
$57.9K - $67.8K
|
22.5K
$617K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.3K- 10.93% |
$58K - $68K
|
18.7K
$514K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.3K- 8.34% |
$58.2K - $68.2K
|
25.3K
$695K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.32K- 2.01% |
$58.5K - $68.6K
|
113K
$3.1M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.34K- 35.7% |
$59.1K - $69.2K
|
4.21K
$116K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.35K- 19.13% |
$59.3K - $69.5K
|
9.92K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-2.36K- 16.02% |
$59.5K - $69.7K
|
12.4K
$339K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-2.37K- 3.99% |
$59.9K - $70.2K
|
57.1K
$1.57M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.38K- 4.68% |
$60.2K - $70.6K
|
48.5K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.39K- 0.13% |
$60.5K - $70.9K
|
1.9M
$52.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-2.4K- 9.86% |
$60.7K - $71.2K
|
22K
$603K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.41K- 2.46% |
$60.8K - $71.2K
|
95.3K
$2.62M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 11.93% |
$62.3K - $73K
|
18.2K
$500K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerville Kurt F
|
SELL
|
- |
-2.48K- 20.23% |
$62.5K - $73.3K
|
9.76K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.48K- 4.74% |
$62.6K - $73.3K
|
49.8K
$1.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.48K- 16.1% |
$62.6K - $73.4K
|
12.9K
$355K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.49K- 0.41% |
$62.9K - $73.7K
|
605K
$16.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-2.5K- 10.07% |
$63.2K - $74K
|
22.3K
$613K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2.5K- 37.33% |
$63.3K - $74.1K
|
4.2K
$115K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.52K- 12.69% |
$63.6K - $74.5K
|
17.3K
$476K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-2.54K- 4.97% |
$64K - $75K
|
48.5K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.54K- 1.68% |
$64.3K - $75.3K
|
149K
$4.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-2.55K- 56.33% |
$64.3K - $75.3K
|
1.97K
$54.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-2.57K- 23.9% |
$64.8K - $76K
|
8.17K
$224K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.58K- 1.99% |
$65.2K - $76.4K
|
127K
$3.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.58K- 25.4% |
$65.2K - $76.4K
|
7.58K
$208K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.59K- 6.81% |
$65.4K - $76.7K
|
35.5K
$974K
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-2.59K- 22.85% |
$65.4K - $76.7K
|
8.75K
$240K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.64K- 13.78% |
$66.6K - $78.1K
|
16.5K
$453K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-2.64K- 12.5% |
$66.7K - $78.2K
|
18.5K
$508K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.66K- 8.69% |
$67.1K - $78.6K
|
27.9K
$767K
|
|
|
Aug 06, 2024
Q2 2024
|
Windward Capital Management CO
|
SELL
|
- |
-2.66K- 3.38% |
$67.1K - $78.6K
|
75.9K
$2.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.66K- 6.11% |
$67.1K - $78.6K
|
40.8K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-2.66K- 9.15% |
$67.2K - $78.7K
|
26.4K
$725K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.68K- 7.1% |
$67.6K - $79.2K
|
35K
$961K
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-2.7K- 6.43% |
$68.2K - $79.9K
|
39.3K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.73K- 15.2% |
$68.9K - $80.7K
|
15.2K
$418K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.73K- 17.45% |
$69K - $80.8K
|
12.9K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.76K- 15.0% |
$69.8K - $81.8K
|
15.7K
$430K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.77K- 4.99% |
$70.1K - $82.1K
|
52.8K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.79K- 7.76% |
$70.5K - $82.6K
|
33.2K
$911K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.8K- 1.57% |
$70.7K - $82.9K
|
175K
$4.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-2.88K- 30.7% |
$72.8K - $85.4K
|
6.51K
$179K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.89K- 5.25% |
$72.9K - $85.4K
|
52.1K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-2.89K- 3.48% |
$73K - $85.5K
|
80K
$2.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.94K- 3.3% |
$74.3K - $87.1K
|
86.1K
$2.37M
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-2.96K- 1.83% |
$74.6K - $87.5K
|
159K
$4.36M
|